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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,476 | $99,032-35.9% | $80,022-20.7% | $135,380-53.1% |
| Participation rate | 61.5% | 78.4%-16.8pp | 75.8%-14.3pp | 82.6%-21.1pp |
| Annual return | -5.98% | 15.39%-21.4pp | 11.22%-17.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,843 | $3,043-39.4% | $2,468-25.3% | $4,779-61.4% |
| Participant deferral / active EE | $4,235 | $4,282-1.1% | $3,686+14.9% | $5,609-24.5% |
| Admin fee / account holder | $6 | $10,436-99.9% | $6,521-99.9% | $10,828-99.9% |